Sales Offices CRM
The perfect tool for managing your team, contacts and tracking your and team activities.
How Does Sales Offices CRM Help?
Sales Offices CRM helps you to manage your team and track deals from one platform. Capture all agency and sales reps in one single place and record the interactions. Makes your life easy by helping you run the business, right from the CRM dashboards.
Sales Offices CRM Features
Monitor Your Visitors
Track website visitors real time, know which all pages they are browsing, chat with them and convert them as lead, chat transcript is saved inside CRM, their visit details are saved inside CRM.
Send Predefined Emails in One Click
Create an invoice, property details, custom brand your templates, send to customers in one click.
All Interactions in One Place
Emails are inside the CRM, telephony(VoIP) apps, tasks, events, calls and notes or voice notes, chat transcript. all in one place.
Manage All Deal Stages
How many deals at what stage, who plays what role, opportunity closing date.
Follow Your Clients
Create tasks, events, calls, set reminders against activities, assign tasks to others, create tasks via workflow, take unlimited notes.
Salable Products With Price List
Create or import products and products lists, Define price list for each product, Define available discount rate for products.
Packages and Features
Sales Offices CRM
- Effective Customization for Your Business
- Sales Force Automation Modules
- CRM: Reports, KPI, Dashboards
- Effective Workflows and Blueprint
Sales Offices CRM
- The Best Customization and Automation for Your Business
- SFA Modules + More
- CRM: Reports, KPI, Dashboards + Zoho Analytics
- Advanced Workflows and Blueprint